Portfolio Management
✔ CASA Acquisition
✔ Mutual Fund & Insurance Sales
✔ Personal, Business & All Types of Loan Assistance
✔ Lead Generation & Fast Disbursement Support
✔ Smart Financial Guidance for Individuals & Businesses
Managing customer portfolio and relationship building
CASA acquisition through savings & current account onboarding
Promoting and selling mutual funds and insurance products
Identifying customer financial needs and suggesting suitable solutions
Generating leads for personal, business, home, and other loans
Coordinating loan processing, documentation, and disbursement support
Maintaining client follow-ups and service support
Achieving sales and business growth targets
Ensuring compliance with banking and financial guidelines
Building long-term customer trust and retention
